RSPU:NYE-Invesco S&P 500® Equal Weight Utilities ETF (USD)

ETF | Others |

Last Closing

USD 66.81

Change

-0.42 (-0.62)%

Market Cap

USD 0.25B

Volume

0.02M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. The underlying index is composed of all of the components of the S&P 500® Utilities Plus Index, an index that contains the common stocks of all companies included in the S&P 500® Index that are classified as members of the utilities sector, as defined according to the Global Industry Classification Standard (GICS).

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-18 )

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-0.03 (-0.07%)

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ETFs Containing RSPU

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 22.43% 95% A 86% B+
Dividend Return 1.28% 37% F 30% F
Total Return 23.71% 94% A 85% B
Trailing 12 Months  
Capital Gain 23.27% 78% C+ 73% C
Dividend Return 2.14% 42% F 33% F
Total Return 25.40% 79% B- 72% C
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 1.60% 58% F 45% F
Dividend Return 2.10% 52% F 36% F
Total Return 0.50% 27% F 11% F
Risk Return Profile  
Volatility (Standard Deviation) 7.83% 58% F 83% B
Risk Adjusted Return 26.81% 50% F 46% F
Market Capitalization 0.25B 74% C 38% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:

There is nothing we particularly like

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.